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Doubleline Total Etf etf shares owned by Ballast Financial Advisors

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Ballast Financial Advisors from 13F filings

Historical chart of Ballast Financial Advisors investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total Etf etf held by Ballast Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Total Etf etf by Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $428k 11k 39.73

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Doubleline Total Etf etf

FMR
Morgan Stanley
Signature Estate and Investment Advisors
CWM
Envestnet Asset Management
LPL Financial
Tectonic Advisors
UBS Group
Bank of America Corporation
Kestra Investment Management
Wells Fargo & Company
Advisor Group Holdings
Capital Advisors
Chevoit Value Management
Royal Bank of Canada

View all funds holding Doubleline Total Etf etf